stock_arrow
ICON. Search
Close
icon_SearchClear

The right insights, right now

Access the latest news, analysis and trends impacting your business.

EXPLORE ALL INSIGHTS
SUBSCRIBE

Explore our insights by topic:

ASIA PACIFIC
COMMUNICATIONS
CAPITAL MARKETS
CORPORATE ISSUER
EMEA
FINANCIAL ADVISORS
FUND DISTRIBUTION
REGULATORY
RETIREMENT
WEALTH MANAGEMENT

How can we help?

icon-speak-sales Broadridge Learn about our partner program icon-speak-sales Broadridge Speak with a sales representative icon-client-support Broadridge Get client support

Additional Broadridge resources:

Careers
Client Support
Investor Relations
Partner Program
Press Relations

View our Contact Us page for additional information.

Data Aggregation and Financial Reporting

Accurate, comprehensive and actionable data

Contact US

Comprehensive data helps wealth advisors deliver next-level client service. Our patented technologies reconcile, normalize, aggregate and cleanse data to 99.9% accuracy. Seamless integration and flexible display options deliver actionable insights to improve decision-making across the enterprise.

Elevate your entire enterprise with verified, actionable intelligence

Gain a complete view of your business. Get performance reports, track and audit representative activity, seamlessly flow data through third-party applications and beat competitors to key insights.

icon_product_feature
Fully Reconciled Data
icon_product_feature
Centralized Data Repository
icon_product_feature
Held-Away Data Integration
icon_product_feature
Direct Custodial Feeds
icon_product_feature
Client and Advisor Reporting
icon_product_feature
360° Client View
Consolidate and normalize disparate data into a central repository
Flexible delivery options ensure seamless integration
Take advantage of extensive support for benefit-focused insurance products

Consolidate and normalize disparate data into a central repository

Enterprise data warehouse makes it easy to glean actionable insight from current and historical data. Direct and held-away data provides a full 360° view.

Step up to the only data aggregation solution that delivers every day, in every way

Practice management tools enhance productivity

  • Multi-functional views including Assets Under Management, Cash Balances and New Accounts
  • Easily identifiable growth opportunities
  • Global search
  • User-friendly client access portal

Reporting options to meet every need

  • Standard or customized benchmarking
  • Configurable report settings with ability to schedule
  • Flexible report kits (ability to combine multiple reports together)
  • Ability to view positions, cash flows and returns
  • Asset allocation models

Data aggregation capabilities that go beyond accurate

  • Data reconciliation tools provide over 99.9% accuracy
  • Collected from over 4,500 direct data sources plus 15,000+ additional institutions
  • More enriched details across position and transaction data
    • Ability to incorporate historical data
  • Enterprise-wide reconciliation so firms can focus on higher-level business challenges

Unmatched insurance-specific insights help grow your business

  • Comprehensive information about the policyholder and policy details
  • In-depth detail such as party roles, valuation, sub-account, transaction, riders and premiums
  • Custom insurance screens
  • Vast library of insurance-specific reports
See Product Specifications Hide Product Specifications
How We Can Help

Data confidence you can trust

99.9%
Level of accuracy of Broadridge data.
20K+
Custodial interfaces and third-party integrations.
20+
Years of experience in enterprise-wide data management.
Is Your Data Aggregation and Reporting Tool Working as Hard as You Are?
Article
Is Your Data Aggregation and Reporting Tool Working as Hard as You Are?
Go Beyond Accurate With Your Data and Reporting
Resource
Go Beyond Accurate With Your Data and Reporting
Recent Insights from the Wealth Industry
Resource
Recent Insights from the Wealth Industry
contact form image contact form image

Schedule a demo

Welcome back, {firstName lastName}.

Not {firstName}? Clear the form.

Wealth Management Firms

Explore our integrated tools

Resources for practice growth. Explore some of the powerful Broadridge solutions financial advisors can utilize to increase operational efficiencies and grow their practice.
Data Aggregation and Financial Reporting
Beneficial Proxy Services
Tax Services
Global Securities Class Action Services
Advisor Compensation
Asset Servicing
See More Products